TWST User Group Day 2026: Key takeaways

Singletrack was proud to once again sponsor and attend the TWST Events User Group Day in New York City. This year, our CEO Brijesh Malkan opened the event alongside TWST CEO Andrew Pickup with a Fireside Chat about how AI is providing real results for sell-side firms planning Investor Conferences and Corporate Access events.

We were excited to be among many sell side friends and Singletrack clients, and all enjoyed two highly engaging panels featuring insights from Corporate IR and buy-side professionals. Here are some of our key takeaways from the event.

Conferences: Still Valuable, But Approaching Over-Saturation

Last year, there was universal agreement about the importance of large, in-person conferences. The value they provide for all attendees – access to a large quantity of corporate leadership teams in one location, networking opportunities, etc. – means they are still an outsized part of Corporate Access strategy for the entire ecosystem (sell side, buy side, and corporates).

This year, while the universal agreement about attending conferences remains, both the corporate and buy side panels expressed their view that conferences may be reaching a point of over-saturation. One buy side panellist shared that some weeks they have investor teams attending as many as 5 different conferences focused on the same sector. The corporate panellists agreed that if there’s a conference being hosted by a company covering their stock, they’ll likely do their best to attend, but there is a feeling of diminishing returns if/when the schedule winds up being a similar list of firms they’ve just met with.

One buy side panellist shared that in 2025 their firm’s Corporate Access consumption was 73% at conferences, with less than 15% coming from Non-Deal Roadshows.

Non-Deal Roadshows: Demand Greatly Outpacing Supply

Universal agreement between the buy side and corporate panels extended to the desire for more Non-Deal Roadshows. Each panel emphasized the idea that “when you’re investing in a stock, you’re investing in the management team,” and stressed that nothing will be of greater importance than the opportunity to meet 1-on-1 in person as part of that process.

The buy side panellists agreed across the board that the #1 thing the sell side should be doing more of is Non-Deal Roadshows. Not only are they the most highly valued form of Corporate Access (followed closely by Site Visits), but the buy side also emphasized the lengths they are going to internally to stress the importance of preparation and professionalism when consuming these resources from the sell side.

The corporate panel focused on how Non-Deal Roadshows are the greatest way for a management team to get to know the Analysts covering their company. The format lends itself to much more time together than can be carved out at a conference.

Brokers: How To Stand Out To Corporates & Investor Relations

Pitch Them on Ideas & Support with Data

• Corporate Access teams who present ideas for field trips or NDRs to a specific geographic area, with associated data about which investors would attend / take meetings, is highly valued and not common practice.

Sales Teams Add Value

• Corporate panellists stressed how Sales teams attending Investor Meetings on NDRs is highly valued – “Management tells the story that day, Sales sells the story every day after the meeting.”

Differentiation From Research

• The sell side is the distribution channel of a corporate’s story – more differentiation and varied angles/viewpoints on the story (and stock) would be welcomed – “not asking for more sell ratings, but variation in coverage generally leads to more productive corporate strategy sessions.”

Investor Feedback

• Acknowledged as difficult for the sell side to obtain, but buy side expressed willingness to provide more than has been historically in partnership (especially for NDR meeting allocation), and corporates deem ‘invaluable’ – IR prefers “as raw as possible – be hard on the problem and soft on the person.”

Client Intelligence Drives Best Corporate Access Experiences

At the center of all the best practices described throughout the event is access to clean, reliable, and structured data about institutional investors. The sell side is increasingly leveraging powerful workflow tools like Singletrack to harness that client intelligence and maximize the value of the Corporate Access experience for corporates and buy side clients.

One mutual customer who leverages the industry leading integration between Singletrack & MeetMax told us at the event that their firm’s most recent conference was the “best conference experience in over 9 years of conference management.”

What the AI era means for Conferences

During the fireside chat, Andy and Brijesh laid out the AI opportunity for conferences, discussing how the integration of MeetMax and Singletrack is transforming how conferences are managed, delivered and evaluated.

Pre-conference	During conference	Post-conference
Automated account and contact data cleansing Dynamic list creation and invite generation Revenue optimised slot allocation	Live transcription and translation Presentation summaries	Automated feedback capture Interests capture (time spent in specific presentations) Granular interaction submission (e.g. high demand slots) Webinar / virtual presentation views Conference ROI attribution
Impact: Drive workflow efficiencies Improve engagement and matching investors to corporates	Impact: Improve experience	Impact: Monetisation and valuation

To find out how we can help your firm achieve similar success, get in touch.